BORR

Borr Drilling Ltd$4.16 7.77%
EnergyUSCUSIP G1466R173· EOD Aug 10, 2026◍ Confluence graph
Tracked 13F Holders
175
-94 QoQ
13F Value (tracked)
$532.1M
Insider Net · 180d
-$16.9M
4↑ 1↓
Recent Filings
12
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)39 adding · 13 trimming
Insider net (180d)-$16.9M

Price & smart-money activity

$4.16 7.77%5Y +230.5%
$0.52$2.73$4.94$7.15$9.37202120222023202420252026873149255171323132220232026222719322422203723313031264130562835535324252
Hover for who · click for detailEnd-of-day closing prices52w $2.21 – $6.61

Who owns BORR?

175 tracked 13F filers

175 tracked 13F filers disclose a position in BORR as of the latest SEC 13F filings, a combined $532.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$96.0M
16.6M
+5.0%
Added · +799K sh
Q1 2026
2GOLDMAN SACHS GROUP INC
$36.1M
6.3M
+112%
Added · +3.3M sh
Q1 2026
3D. E. Shaw & Co., Inc.
$36.0M
6.2M
11×
Added · +5.7M sh
Q1 2026
4STATE STREET CORP
$18.0M
4.4M
−6.1%
Reduced · −285K sh
Q2 2026
5Nuveen, LLC
$22.9M
4.0M
+438%
Added · +3.2M sh
Q1 2026
6MORGAN STANLEY
$21.2M
3.7M
+25%
Added · +729K sh
Q1 2026
7DIMENSIONAL FUND ADVISORS LP
$20.1M
3.5M
+167%
Added · +2.2M sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$13.1M
3.2M
−9.8%
Reduced · −345K sh
Q2 2026
9Point72 Asset Management, L.P.
$15.6M
2.7M
New
+2.7M sh
Q1 2026
10TUDOR INVESTMENT CORP ET AL
$13.1M
2.3M
+157%
Added · +1.4M sh
Q1 2026
11BRIDGEWAY CAPITAL MANAGEMENT, LLC
$13.0M
2.2M
+83%
Added · +1.0M sh
Q1 2026
12Goehring & Rozencwajg Associates, LLC
$9.2M
2.2M
+5.6%
Added · +119K sh
Q2 2026
13FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.
$9.2M
2.2M
+7.0%
Added · +146K sh
Q2 2026
14BARCLAYS PLC
$12.1M
2.1M
+262%
Added · +1.5M sh
Q1 2026
15MASTERS CAPITAL MANAGEMENT LLC
$11.5M
2.0M
−31%
Reduced · −900K sh
Q1 2026
16MILLENNIUM MANAGEMENT LLC
$11.3M
1.9M
+184%
Added · +1.3M sh
Q1 2026
17VANGUARD PORTFOLIO MANAGEMENT LLC
$11.1M
1.9M
First observed position
No prior filed position
Q1 2026
18MARSHALL WACE, LLP
$10.9M
1.9M
−59%
Reduced · −2.7M sh
Q1 2026
19UBS Group AG
$10.9M
1.9M
−19%
Reduced · −447K sh
Q1 2026
20NORTHERN TRUST CORP
$9.9M
1.7M
+29%
Added · +385K sh
Q1 2026
21VOLORIDGE INVESTMENT MANAGEMENT, LLC
$8.6M
1.5M
New
+1.5M sh
Q1 2026
22Empowered Funds, LLC
$8.2M
1.4M
+115%
Added · +761K sh
Q1 2026
23BNP PARIBAS FINANCIAL MARKETS
$7.0M
1.2M
16×
Added · +1.1M sh
Q1 2026
24Trexquant Investment LP
$6.6M
1.1M
New
+1.1M sh
Q1 2026
25CITADEL ADVISORS LLC
$6.3M
1.1M
−32%
Reduced · −511K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BORR being bought or sold by institutions?

Last quarter, 18 funds opened a new position in BORR and 21 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
18
funds
Added
21
funds
Reduced
13
funds
Exited
0
funds

Funds that own BORR also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN94 funds$125.3B
MICROSOFT CORPMSFT92 funds$174.2B
ALPHABET INC-CL AGOOGL92 funds$99.5B
MICRON TECHNOLOGY INCMU92 funds$23.3B
BROADCOM INCAVGO91 funds$102.4B
META PLATFORMS INC-CLASS AMETA91 funds$72.7B
ADVANCED MICRO DEVICESAMD91 funds$23.4B
NVIDIA CORPNVDA90 funds$253.8B
VISA INC-CLASS A SHARESV90 funds$39.5B
APPLE INCAAPL89 funds$195.3B
ELI LILLY & COLLY89 funds$51.3B
JPMORGAN CHASE & COJPM89 funds$40.3B

Ranked by how many of BORR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$20.7M
4 insiders
Sells · 180d
$37.6M
1 insiders
Net
-$16.9M
9 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 13, 2026Troim Tor OlavDirectorBuy (P)1.5M$6.0M
Aug 13, 2026Currie JeffreyDirectorBuy (P)125K$502K
Jun 17, 2026Schorn PatrickDirectorBuy (P)1.2M$2.0M
Jun 17, 2026Morand De Oliveira BrunoChief Executive OfficerBuy (P)275K$457K
Jun 9, 2026Mordehachvili ThiagoDirectorSell (S)8.0M$37.6M
Jun 9, 2026Troim Tor OlavDirectorBuy (P)1.1M$5.0M
Apr 16, 2026Troim Tor OlavDirectorBuy (P)500K$2.8M
Mar 24, 2026Troim Tor OlavDirectorBuy (P)500K$2.6M
Mar 24, 2026Currie JeffreyDirectorBuy (P)250K$1.3M

Institutional ownership over time

69 funds-33 since Q3 2024
082163Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $81.1M · 1 values withheld

Recent filings

12 shown

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Connected entities for BORR

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Ask your agent what changed in BORR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BORR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BORR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BORR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.